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Bloom Energy

795 hedge funds and large institutions have $19.9B invested in Bloom Energy in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 242 increasing their positions, 212 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 79

33% more funds holding

Funds holding: 600795 (+195)

14% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 212

8% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.39B)

5.36% more ownership

Funds ownership: 93.56%98.92% (+5.4%)

6% less call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.64B

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
795
Holders Change
+195
Holders Change %
+32.5%
% of All Funds
9.67%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.24%
New
288
Increased
242
Reduced
212
Closed
79
Calls
$2.48B
Puts
$2.64B
Net Calls
-$162M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
701
Hollencrest Capital Management
California
$17.5K +$21.1K +201 New
ATC
702
Adirondack Trust Company
New York
$17.4K
VFM
703
Vision Financial Markets
Connecticut
$17.4K
QCG
704
Quadrant Capital Group
Ohio
$17.4K +$19.2K +183 +1,076%
NWMP
705
Noble Wealth Management PBC
Colorado
$17.4K +$21K +200 New
SWM
706
SHP Wealth Management
Massachusetts
$17.4K +$21K +200 New
TWC
707
TD Waterhouse Canada
Ontario, Canada
$17.3K +$8.3K +79 +66%
CFB
708
Cullen/Frost Bankers
Texas
$17K +$20.6K +196 New
LFG
709
Larson Financial Group
Missouri
$15.7K +$2.52K +24 +15%
AEPWM
710
Atlantic Edge Private Wealth Management
Florida
$13.9K +$6.3K +60 +60%
FHA
711
Flagship Harbor Advisors
Massachusetts
$13.5K +$16.3K +155 New
JWA
712
JFS Wealth Advisors
Pennsylvania
$12.9K +$2.52K +24 +19%
CSC
713
Caldwell Sutter Capital
California
$12.6K -$5.78K -55 -28%
SEP
714
Signature Equity Partners
Ohio
$12.5K +$15.1K +144 New
AWM
715
Abound Wealth Management
Tennessee
$12.3K +$14.8K +141 New
BTI
716
Blue Trust Inc
Georgia
$11.9K +$14.4K +137 New
UOTTAIMCU
717
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.9K
CPG
718
Cornerstone Planning Group
New Jersey
$10.6K +$841 +8 +14%
GA
719
GoalVest Advisory
New York
$10.4K
SA
720
Scarborough Advisors
Maryland
$10.4K +$12.6K +120 New
TWD
721
True Wealth Design
Ohio
$9.99K +$735 +7 +6%
AWA
722
Acumen Wealth Advisors
Tennessee
$9.38K +$11.3K +108 New
FHC
723
First Horizon Corporation
Tennessee
$9.12K +$11K +105 New
BCM
724
Blume Capital Management
California
$8.69K
MEG
725
Millstone Evans Group
Colorado
$8.69K